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Company Main View
Name:
BRADY FAMILY WEALTH LLC
City:
SAINT LOUIS
State:
MO
Zip:
63144
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$308,387,000
Total Value Change :
$16,529,000
Securities Held Change :
-2
All Securities Held :
117
New Positions
:
1
Closed Positions
:
3
Increased Positions
:
62
Unchanged Positions
:
21
Decreased Positions
:
33
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
XLY
SPDR cnsmr discr sel sect
118
Closed
$178.70
$0
0
0%
-500,000
-2,796
0
Closed - End Fund - E...
EMB
iShares JPMorgan USD Emerg ...
120
Closed
$89.41
$0
0
0%
-209,000
-2,348
0
Closed - End Fund - E...
XLI
SPDR Industrial Sector
119
Closed
$125.33
$0
0
0%
-251,000
-2,201
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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